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Spotlight News



ASK: HOW TO RELATE TO ANYONE W/DAN SOLIN             

Exceptional Advisor Podcast

Daniel R. Solin, the New York Times bestselling author of the Smartest series of investing books and The Smartest Sales Book You’ll Ever Read, provides advice for advisors when talking to prospects and/or clients.

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RETHINKING EVERYTHING: BUILDING YOUR CLIENT’S ‘PORTFOLIO FOR THE FUTURE™’          

From the Investments & Wealth Monitor

Investors face a changing world and must re-imagine client risks and portfolio construction.

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Articles and White Papers


THE ROLE AND USE OF ALTERNATIVE INVESTMENTS: A DISCUSSION WITH STEPHEN HORAN, PHD, CFA®, CIPM®, CAIA®, BRIAN ULLSPERGER, CIMA®, AND ANTHONY B. DAVIDOW, CIMA®             

From the Investments & Wealth Monitor

Member experts respond to questions about the challenges and opportunities that alternatives present to advisors and their clients.

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PRIVATE MARKETS: ASSET ALLOCATION AND PORTFOLIO CONSTRUCTION            

From the Investments & Wealth Monitor

Product innovation has made private-market investments more readily available to a larger group of investors at lower minimums and with more-flexible liquidity features.

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AND NOW YOU KNOW ... THE REST OF THE STORY          

From the Investments & Wealth Monitor

This article considers implications and complexities of Russia’s invasion of Ukraine, the upward trend in inflation, interest rate hikes, the U.S. stock market, and the retirement crisis.

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ESG AND SUSTAINABLE INVESTING: A DISCUSSION WITH DAVID CALLAWAY AND ROBERT POWELL, CFP®           

From the Investments & Wealth Monitor

Two industry leaders discuss investors’ understanding of ESG and sustainable investing, how to accelerate advisor and client education in this area, and how advisors can differentiate themselves through ESG.

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FINANCIAL PREFERENCES AND PRIORITIES BY DEMOGRAPHIC GROUP           

From the Investments & Wealth Monitor

An analysis of demographic groups and how they differ regarding financial well-being, attitudes, and life circumstances can open new opportunities for advisors.

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2022 CLIENT RESEARCH: THE EVOLUTION CONTINUES—GLOBAL UNCERTAINTY AND DEMOGRAPHIC SHIFTS ARE CHANGING CLIENT EXPERIENCE           

From Investments & Wealth Research

Each year Investments & Wealth Institute and Absolute Engagement survey clients to gather insights that support exceptional advisors. This article reports on findings of the 2022 survey.

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Latest Discussions

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Online Education and Podcasts


PRINCIPLES, MYTHS, AND METHODS FOR THE HOURLY FINANCIAL ADVISOR W/MARK BERG, CFP®             

Exceptional Advisor Podcast

Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal of Timothy Financial Counsel. In this podcast, Berg discusses how to price, position and deliver hourly advice; how to segment your client base and prospect for an entirely new clientele; how to develop a relationship-based approach and avoid a "transactional" mindset; and how to harness the potential of time-tracking to create a stable foundation for growth.

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SOLUTIONS TO EMERGING TAX PROBLEMS IN RETIREMENT W/WALDEAN WALL            

Exceptional Advisor Podcast

Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving, and charitable trusts.

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THE ART AND SCIENCE OF ASKING QUESTIONS W/WARREN BERGER

Exceptional Advisor Podcast

Warren Berger, the author of A More Beautiful Question and several other books, discusses the art and science of asking “beautiful” questions and how advisors can develop richer relationships with their clients and prospects by asking the right questions.

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COMMON QUESTIONS AND MYTHS ABOUT SOCIAL SECURITY

Exceptional Advisor Podcast

Delaware Life Marketing’s Val Sender, Associate Director, and Jeng Chiu, Vice President of National Sales Consulting, answer the most common questions they receive from financial advisors and address the most common Social Security myths.

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THE SEVEN MOST IMPORTANT EQUATIONS FOR RETIREMENT     

Video from InvestmentNews at the 2022 Investments & Wealth Forum

What are the seven figures every advisor should know? Finance professor and influential author Moshe Milevsky breaks down his seven key ideas from historical finance figures and how advisors can apply those to decumulation planning.

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ROTH CONVERSIONS IN 2022        

Exceptional Advisor Podcast

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), a partner with Keebler & Associates, LLP, discusses the reasons why 2022 may be an especially effective year to consider a Roth IRA conversion.

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Blogs



TARGET-DATE FUNDS: ERISA COURTS MAY SOON ADDRESS APPROPRIATE MEASURE FOR PERFORMANCE     

From Washington Insights, September 2022

Washington Insights reviews a series of class-action lawsuits filed against plan sponsors claiming breach of fiduciary duty by selecting and retaining a BlackRock suite of allegedly underperforming target-date funds for their 401(k) plan menus.

Read at Washington Insights

Institute Blog: Investment Sense

  • The Risks of Retirement

    In retirement, there are at least nine risks that households will face. Those include systematic risks: including political (public policy and inflation) and business (market, issuer, income) and unsystematic risks: including behavioral (spending) and chance (household shocks, heath care and...
  • The past 18 months will be written about in the history books and taught in schools; movies will be made, and books written. In addition to our personal...
  • Protect, Live, Dream Odysseus, the Greek king of Ithaca, is best remembered for his arduous 10-year journey home after the Trojan War, as well as the Trojan Horse he used to gain surreptitious access to enemy...


Professional Development

INSTITUTE PROFILES:

Ashok S. Ramji, RMA®, CFP®, CDFA®, CHFC®, CLU®, RICP®

"There’s more confidence post-RMA® certification. It helps the clients, it helps me. The RMA® curriculum provides a framework for looking at things truly across the silos.”

Read Ashok's Story





Institute Announcements

  • Investments & Wealth Institute Names Michael Mastey as Director of Sales

    The Investments & Wealth Institute, announced today that it has named Michael Mastey as its director of sales. In this role, Mastey will lead the Institute’s sales strategy, business development initiatives and revenue generation.
  • Investments & Wealth Forum – Toronto Registration Now Open

    The Investments & Wealth Institute will be hosting an intensive one-day event on October 3 in Toronto, ON. The Investments & Wealth Forum – Toronto, Facilitating Behavioural Change, will feature leading academics, practitioner consultants and a Women in Wealth panel. Financial professionals are invited ...
  • Mackenzie Investments Becomes First North American Cohort to Participate in Private Markets Course

    The Investments & Wealth Institute today announced that Mackenzie Investments, one of Canada’s leading asset managers, has become the first financial services cohort in North America to officially participate in their new Private Markets for Advisors training course, launched in May 2022.

Institute Events


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